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Building 2TERRY MCDANIEL & COMPANY

Map pinAUSTIN, TX
Phone512-495-9500
NotebookSEC #801-24465
Total AUM
$1.9B
Employees
13
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2630 EXPOSITION BLVD STE 300
AUSTIN
TX 78703
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
512-495-9500

ReceiptFinancials

Total AUM
$1.9B
Accounts
370
Discretionary
$1.7B
Accounts
365
Non-Discretionary
$180M
Accounts
5

ContactClients

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Individual Clients
122
AUM
$41.7M
HNW Individual Clients
248
AUM
$1.8B
Charitable Organization Clients
8
AUM
$48.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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